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Budgeting V1 (#1609)

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* Budgeting V1

* Basic UI template

* Fully scaffolded budgeting v1

* Basic working budget

* Finalize donut chart for budgets

* Allow categorization of loan payments for budget

* Include loan payments in incomes_and_expenses scope

* Add budget allocations progress

* Empty states

* Clean up budget methods

* Category aggregation queries

* Handle overage scenarios in form

* Finalize budget donut chart controller

* Passing tests

* Fix allocation naming

* Add income category migration

* Native support for uncategorized budget category

* Formatting

* Fix subcategory sort order, padding

* Fix calculation for category rollups in budget
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Zach Gollwitzer 2025-01-16 14:36:37 -05:00 • committed by GitHub
parent 413ec6cbed
commit 195ec85d96
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61 changed files with 2044 additions and 140 deletions
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8
app/views/category/dropdowns/show.html.erb
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@ -41,12 +41,14 @@
<% end %>
<% end %>
<%= link_to new_account_transaction_transfer_match_path(@transaction.entry),
<% unless @transaction.transfer? %>
<%= link_to new_account_transaction_transfer_match_path(@transaction.entry),
class: "flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100",
data: { turbo_frame: "modal" } do %>
<%= lucide_icon "refresh-cw", class: "w-5 h-5" %>
<%= lucide_icon "refresh-cw", class: "w-5 h-5" %>
<p>Match transfer/payment</p>
<p>Match transfer/payment</p>
<% end %>
<% end %>
<div class="flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2">